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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,638 | $156,398+89.7% | $147,318+101.4% | $138,895+113.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.41% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $16,160 | $4,853+233.0% | $4,593+251.9% | $4,194+285.3% |
| Participant deferral / active EE | $8,320 | $8,237+1.0% | $7,906+5.2% | $6,396+30.1% |
| Admin fee / account holder | $10,010 | $14,976-33.2% | $13,708-27.0% | $12,562-20.3% |